Civic Intelligence

Everson Museum Foundation

990 • Fiscal year 2022 • EIN 22-2291345

Jan 01, 2022 to Dec 31, 2022 • Filed on May 05, 2023

Organization ProfileN/A
4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144

(216) 689-0416

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

5th percentile

-77%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

45th percentile

$40,620

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

29th percentile

-5.1%

Faster asset growth than 29% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

26%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,942,611

Down $157,892 (-5.1%) from 2021

Net Assets

Down

$2,942,611

Down $157,892 (-5.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin5th percentile

Revenue

Up

$205,891

Up $42,675 (+26%) from 2021

Expenses

Up

$363,783

Up $39,042 (+12%) from 2021

Net Income

Up

-$157,892

Up $3,633 (+2.2%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $3,614,462Liabilities 2011: $0Net Assets 2011: $3,614,4622011Assets 2012: $3,512,133Liabilities 2012: $0Net Assets 2012: $3,512,1332012Assets 2013: $3,421,075Liabilities 2013: $0Net Assets 2013: $3,421,0752013Assets 2014: $3,345,659Liabilities 2014: $0Net Assets 2014: $3,345,6592014Assets 2015: $3,299,032Liabilities 2015: $0Net Assets 2015: $3,299,0322015Assets 2016: $3,341,693Liabilities 2016: $0Net Assets 2016: $3,341,6932016Assets 2018: $3,398,927Liabilities 2018: $0Net Assets 2018: $3,398,9272018Assets 2019: $3,291,994Liabilities 2019: $0Net Assets 2019: $3,291,9942019Assets 2020: $3,261,778Liabilities 2020: $0Net Assets 2020: $3,261,7782020Assets 2021: $3,100,503Liabilities 2021: $0Net Assets 2021: $3,100,5032021Assets 2022: $2,942,611Liabilities 2022: $0Net Assets 2022: $2,942,6112022Assets 2023: $5,077,929Liabilities 2023: $0Net Assets 2023: $5,077,9292023Assets 2024: $4,905,855Liabilities 2024: $0Net Assets 2024: $4,905,8552024

Highlighted filing

2022

Assets$2,942,611
Liabilities$0
Net Assets$2,942,611
Open 2022 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $332,667Expenses 2011: $246,818Net Income 2011: $85,8492011Revenue 2012: $240,015Expenses 2012: $342,344Net Income 2012: -$102,3292012Revenue 2013: $253,699Expenses 2013: $344,115Net Income 2013: -$90,4162013Revenue 2014: $290,645Expenses 2014: $366,061Net Income 2014: -$75,4162014Revenue 2015: $262,659Expenses 2015: $309,286Net Income 2015: -$46,6272015Revenue 2016: $299,079Expenses 2016: $256,418Net Income 2016: $42,6612016Revenue 2018: $220,434Expenses 2018: $263,385Net Income 2018: -$42,9512018Revenue 2019: $170,756Expenses 2019: $277,689Net Income 2019: -$106,9332019Revenue 2020: $634,831Expenses 2020: $665,040Net Income 2020: -$30,2092020Revenue 2021: $163,216Expenses 2021: $324,741Net Income 2021: -$161,5252021Revenue 2022: $205,891Expenses 2022: $363,783Net Income 2022: -$157,8922022Revenue 2023: $2,490,269Expenses 2023: $354,952Net Income 2023: $2,135,3172023Revenue 2024: $179,178Expenses 2024: $350,620Net Income 2024: -$171,4422024

Highlighted filing

2022

Revenue$205,891
Expenses$363,783
Net Income-$157,892
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 5, 2023
Return Version
2022v5.0
Gross Receipts
$607,953
Mission and Program Overview

Mission

Grants are made according to Trust Agreement date December 19,1979. Keybank as Trustee, distributes net income as follows: 100% to Everson Museum of Art of Syracuse and Onondaga County. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission. The charity has a right to remove the Trustee, authority to direct or approve investments, authority to appoint Co-Trustees orc ommittee members and authority to withdraw principal.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,100,503$2,942,611▼ $157,892
Investments in Publicly Traded Securities$2,947,282$2,747,779▼ $199,503
Savings and Temporary Cash Investments$153,221$194,832▲ $41,611
Total Assets$3,100,503$2,942,611▼ $157,892
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,100,503$2,942,611▼ $157,892
Total Liabilities and Net Assets / Fund Balance$3,100,503$2,942,611▼ $157,892
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
-Co-Trustee$40,620$40,620

Board Members and Trustees

NameTitle
Jessica DanialCo-Trustee
S Sterling Mcmillan IiiCo-Trustee
Ryan McdermottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$205,891
Other Revenue
$0
Change in Net Assets
$-157,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$320,964
Salaries, Compensation, and Employee Benefits$40,620
Other Expenses$2,199
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$320,964--$320,964
Current Officers, Directors, Trustees, and Key Employees-$40,620-$40,620
All Other Expenses-$1,199-$1,199
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$320,964$42,819$0$363,783
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Everson Museum of ArtSyracuse, NY170(b)(1)(A)Grants made to Everson Museum Endow Fd. for operating expenses or additions to its own endowment fund.$320,964
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“Keybank is co trustee with jessica danial, co-trustee, and s. Sterling mcmillan ii, co-trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“All returns are prepared and thoroughly reviewed by our tax vendor and/or internal professional tax department.”

Explanation for Form 990, Page 6, Part VI, Line 9

“(1)S. Sterline McMillan III,Co-Trustee can be reached at:Chardon Township 8585 Hermitage Rd, Painesville, Oh 44077. (2) Jessica Danial, Co-Trustee can be reached at: 3285 E Lake Rd, Skaneateles, NY 13152; Ryan McDermott, Treasurer can be reached at: 101 South Salina Street, 8th Floor. Syracuse, NY 13202”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by mail or by phone and delivered within two weeks of the request.”

Filing and Contact Details

Filer

Filer Name
Everson Museum Foundation
EIN
22-2291345
Phone
2166890416
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
2166890416
Signed
2023-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Part Vl, Sec. B, Line 12A

“No conflict of interest policy exists for the trust. Keybank N.A. has a corporate conflict of interest policy.”

Part Vl, Sec. B, Line 14

“The trust has no written document retention or destruction policy. Keybank N.A. has a corporate document retention and destruction policy”

Raw XML Appendix374 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0320964
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Grants made to Everson Museum Endow Fd. for operating expenses or additions to its own endowment fund.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EVERSON MUSEUM OF ART
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trust has no written document retention or destruction policy. Keybank N.A. has a corporate document retention and destruction policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEYBANK IS CO TRUSTEE WITH JESSICA DANIAL, CO-TRUSTEE, AND S. STERLING MCMILLAN II, CO-TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All returns are prepared and thoroughly reviewed by our tax vendor and/or internal professional tax department.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6(1)S. Sterline McMillan III,Co-Trustee can be reached at:Chardon Township 8585 Hermitage Rd, Painesville, Oh 44077. (2) Jessica Danial, Co-Trustee can be reached at: 3285 E Lake Rd, Skaneateles, NY 13152; Ryan McDermott, Treasurer can be reached at: 101 South Salina Street, 8th Floor. Syracuse, NY 13202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Documents are available upon request by mail or by phone and delivered within two weeks of the request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part Vl, Sec. B, Line 12a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part Vl, Sec. B, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02166890416
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-05
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-05
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-08T13:00:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,942,611
Liabilities
$0
Net assets
$2,942,611
Revenue
$205,891
Expenses
$363,783
Net income
-$157,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.18$0.35$0.17
2023Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$2.49$0.35$2.14
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.21$0.36$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.16$0.32$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.63$0.67$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.17$0.28$0.11
2018Summary only. Only limited summary data is available for this year.$3.40$0.00$3.40$0.22$0.26$0.04
2016Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$0.30$0.26$0.04
2015Summary only. Only limited summary data is available for this year.$3.30$0.00$3.30$0.26$0.31$0.05
2014Summary only. Only limited summary data is available for this year.$3.35$0.00$3.35$0.29$0.37$0.08
2013Summary only. Only limited summary data is available for this year.$3.42$0.00$3.42$0.25$0.34$0.09
2012Summary only. Only limited summary data is available for this year.$3.51$0.00$3.51$0.24$0.34$0.10
2011Summary only. Only limited summary data is available for this year.$3.61$0.00$3.61$0.33$0.25$0.09